Heinz Global Asset Management, Inc.

Heinz Global Asset Management, Inc. provides discretionary asset management to high‑net‑worth individuals, institutions and endowments, delivering customized portfolios that may include individual stocks and bonds, ETFs, mutual funds, options and private securities. The firm is a single‑adviser registered investment adviser and reports managing discretionary assets of approximately $30 million in its brochure.

Its investment process emphasizes continuous supervision, quarterly reviews and rebalancing, and combines fundamental and technical analysis (including charting and cyclical analysis) to guide security selection and risk management; the firm also may employ short sales, margin and options as part of its strategies. For qualified clients it uses performance‑based compensation subject to a hurdle and high‑water‑mark provisions, and it describes procedures (periodic performance comparisons and allocation reviews) intended to mitigate conflicts between performance‑fee and non‑performance‑fee accounts.

What distinguishes Heinz from many peers is the combination of a solo adviser model with services more commonly seen at larger firms: it accepts institutional and endowment clients and maintains performance‑based fee arrangements, while also focusing its individual client base on high‑net‑worth investors rather than non‑HNW retail clients. The brochure notes the firm generally does not permit client‑imposed investment restrictions, and it relies on custodial and execution relationships with Charles Schwab and Interactive Brokers for trading and operational support.